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Portfolio (Quarterly) Guide ↗

Rather & Kittrell, Inc.

· CIK 0001582112
13F Portfolio $647.9B AUM 113 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 41 Added 30 Reduced 2 Exited
Page 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 3,216.0 $786K 0.12% +145.0 +4.7% $244.41 -5.6%
62 SMBK SMARTFINANCIAL INC Financial Services 19,232.0 $752K 0.12% $39.08 +4.6%
63 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 8,133.0 $750K 0.12% $92.27 +14.9%
64 CGUS CAPITAL GROUP CORE EQUITY ET 19,330.0 $743K 0.12% $38.42 +13.1%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 4,328.0 $716K 0.11% +131.0 +3.1% $165.32 +16.1%
66 SO SOUTHERN CO Utilities 7,321.0 $707K 0.11% +80.0 +1.1% $96.51 -2.9%
67 QQQ INVESCO QQQ TR Financial Services 1,191.0 $687K 0.11% $577.18 +22.8%
68 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 18,769.0 $591K 0.09% $31.49 +3.7%
69 ACWI ISHARES TR 3,991.0 $552K 0.09% -70.0 -1.7% $138.35 +11.4%
70 DFIS DIMENSIONAL ETF TRUST 16,357.0 $551K 0.09% -355.0 -2.1% $33.67 +6.6%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 10,840.0 $544K 0.08% $50.20 -6.3%
72 JPM JPMORGAN CHASE & CO Financial Services 1,847.0 $543K 0.08% -22.0 -1.2% $294.17 +2.0%
73 DFAE DIMENSIONAL ETF TRUST 15,717.0 $532K 0.08% -1K -6.0% $33.86 +13.7%
74 GOOG ALPHABET INC Communication Services 1,833.0 $526K 0.08% +350.0 +23.6% $286.87 +38.4%
75 NEE NEXTERA ENERGY INC Utilities 5,411.0 $503K 0.08% -563.0 -9.4% $92.87 +3.0%
76 MCD MCDONALDS CORP Consumer Cyclical 1,613.0 $501K 0.08% +63.0 +4.1% $310.79 -11.5%
77 AEM AGNICO EAGLE MINES LTD Basic Materials 2,440.0 $495K 0.08% +25.0 +1.0% $202.98 -11.2%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 475.0 $473K 0.07% +15.0 +3.3% $996.58 +4.5%
79 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,483.0 $432K 0.07% +44.0 +1.0% $96.47 +0.2%
80 SPY STATE STR SPDR S&P 500 ETF T Financial Services 662.0 $431K 0.07% $650.34 +13.7%
Page 4 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 32.3%
Technology 17.6%
Financial Services 16.5%
Consumer Cyclical 10.9%
Consumer Defensive 6.0%
Energy 4.8%
Communication Services 4.1%
Industrials 2.7%
Utilities 2.2%
Healthcare 1.7%